LONGi Solar aims to close 2026 with a minimum market share of 30% in the countries where it operates , in parallel with a regional strategy that combines distributed generation, commercial and industrial projects and utility scale.
Furthermore, in a dialogue with Energía Estratégica during The smarter E South America 2026 , Ramón Su, Sales Manager for South America at LONGi Solar , outlined the company's objective for the upcoming exhibition, supported by a technological strategy focused on Back Contact architecture and particularly on HPBC 2.0.
“We want to bring new solutions to our customers. We are mainly presenting our HPBC technologies with module efficiencies of up to 24.8% and power outputs of up to 670 W, our Hi-MO X10 modules (distributed generation) and also Hi-MO 9 (utility scale) for different scenarios,” he explained.
Brazil is the main South American market for the manufacturer and accounts for a large part of its commercial expectations.
“It is the largest market in South America. Approximately 20 GW are installed there per year, of which 60% is for distributed generation and 40% for utility,” Su stated during the fair held in São Paulo between August 25 and 27.
The statements take on greater significance when one considers that the country is consolidating itself among the largest photovoltaic markets in the world, so that Brazil has already exceeded 74.3 GW of photovoltaic capacity in operation, equivalent to 27.4% of its electricity matrix.
Of that volume, 51.7 GW correspond to distributed generation and about 22.6 GW to large-scale power plants , while the sector has accumulated more than 328.2 billion reais in investments since 2012 .
Outside of Brazil, the configuration changes. “For other markets where we are working, such as Argentina and Chile, we are delivering projects for commercial and industrial use, as well as for small plants for self-consumption,” the executive explained.
“People are also looking for our brand; for example, in Mexico we're at about 30%,” Su highlighted.
LONGi's regional strategy shows different profiles depending on the degree of maturity and structure of each market : Brazil contributes volume, Mexico registers a relevant penetration for the brand, and Argentina and Chile concentrate opportunities in self-consumption and commercial and industrial use.
In fact, LONGi had already strengthened its Latin American commercial structure and its presence in markets such as Colombia and Mexico in previous years, accompanying the expansion of its regional business.
China seeks to leave the price war behind
The Chinese photovoltaic industry is experiencing overcapacity, strong competition and pressure on margins , after a production expansion that drove module prices to historic lows.
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China accounts for around 70% of the industry , so adjustments made in that country have the potential to impact the global supply chain.
The reduced prices allowed for a decrease in CAPEX for numerous projects, although they simultaneously eroded the profitability of manufacturers and deepened the problems arising from oversupply.
As a result, Beijing began responding with stricter technical requirements and changes to certain economic incentives . Among these was the elimination of the tax refund for photovoltaic products, effective from April 2026.
“This year they already canceled the tax refund, and that helped us a little. And the next change in scale will come in 2027, since from January 1, 2027, they will have a different policy: the new industrial requirements will raise the efficiency thresholds for certain technologies and production capacities,” anticipated the Sales Manager for South America.
The framework includes minimum efficiencies of 23.2% for TOPCon and HJT and 23.5% for Back Contact technologies , in addition to the reference of 630 W for certain formats.
The potential impact is significant: of approximately 1000 GW of existing production capacity in China, about 500 GW may not immediately meet the new requirements , according to sector estimates collected by Strategic Energy.
Adapting these lines would involve modernizing assets, converting capacity, or removing less efficient equipment , with possible effects on the volume of available supply.
The end of ultra-cheap modules?
The factory reorganization raises questions about how much room there is for further declines in the value of solar panels .
“Based on the trend, prices will remain stable. At the same time, the cost will rise slightly because the cost of services is now increasing,” Su anticipated.
The forecast comes after several years of marked price contraction, driven mainly by the rapid expansion of manufacturing capacity and excess product available .
If Chinese policies withdraw or repurpose some of the less competitive lines, the relationship between supply and demand could begin to balance, reducing the downward pressure that has characterized the market in recent years.
For Latin American developers, this scenario could reinforce the importance of evaluating the total cost of the system and not just the unit price of the module.